Introducing the Revamped eDoc Platform, Identity Confirmation, & URL Short Link

Introducing the Revamped eDoc Platform, Identity Confirmation, & URL Short Link

At BATS, we’re committed to providing tools that enhance your workflow, improve communication, and prioritize security. Our latest updates focus on customizable eDocs, a convenient short link URL feature, and a new identity confirmation page to protect customer information.

Revamped eDoc Platform
Take your eDoc contracts to the next level with exciting new customization options!

Key Features:
  1. Brand Customization: Personalize your eDocs with your company’s logo and brand colors. This ensures a professional and consistent appearance that reflects your brand identity. To see an example of how this is done, click here.
  2. Real-Time Preview: Use the new preview feature to see exactly how your eDoc will look before finalizing. Adjust colors, layout, and logo placement with ease to ensure your documents are perfect.
  3. Streamlined Process:
    Making changes to your eDocs has never been easier, helping you save time and present a polished look to your customers.
NotesTo customize your eDocs, please follow these quick steps:
  1. Navigate to your BATS System Settings Page
  2. Scroll down to the EDoc section, which will be in the middle column
  3. Upload your logo
  4. Select your primary color, secondary color and accent color, if applicable
  5. Click preview to see your selections
  6. Once you're satisfied, click "Save" at the bottom of your System Settings page
Alert
Please note: these changes take effect immediately in your production environment

With these new capabilities, your contracts will stand out while building trust with your customers through professional branding.



*** If you choose to not brand your eDoc, below is an example of the color scheme that will be set as the default.



New Short Link URL Feature on Quote Page
We’ve introduced a short link URL on the Quote page to improve communication and make sharing quotes seamless.

How It Works:
  1. The short link URL is now visible directly on the Quote page.
  2. Easily copy the link and share it with your customers via email, text, or any other platform.
  3. Customers can access their quotes quickly, leading to faster decision-making and a smoother workflow.
This feature eliminates the hassle of long URL's, providing a clean and simple way to share information.

New Identity Confirmation Page
To enhance security and protect sensitive customer information, we’ve introduced a customer login page that verifies identity before accessing order details.

How It Works:
  • Customers must confirm their identity by entering the email address or phone number
    associated with their order.
  • The system checks for a match, ensuring only authorized individuals can proceed.
  • This extra layer of security keeps your customers' information safe and builds trust in your service.



  • Idea
    Benefits of These Updates
    1. Professional Presentation: Customized eDocs enhance your brand’s image and credibility.
    2. Increased Efficiency: Real-time previews and shareable short links save time and effort.
    3. Improved Communication: Short links simplify sharing quotes with customers, leading to faster responses and better service.
    4. Enhanced Security: The identity confirmation page safeguards customer data and prevents unauthorized access.
    Notes
    The new eDoc platform is live! Customize your branding today and elevate your contracts!